RIA Intelligence

Investment Advisers in Maryland

536 registered firms

Sort by: AUM Name Employees Last Updated

MDRN CAPITAL, LLC

CRD #325950 ANNAPOLIS, MD

SEC

AUM

$160.9M

Employees

31

CAMDEN PARTNERS EQUITY MANAGERS I, LLC

CRD #117010 BALTIMORE, MD

SEC Private Funds

AUM

$161.6M

Employees

19

CAMDEN PARTNERS PRIVATE EQUITY ADVISORS, LLC

CRD #117013 BALTIMORE, MD

SEC Private Funds

AUM

$161.6M

Employees

19

EXPERIENTIAL WEALTH, INC.

CRD #116983 CABIN JOHN, MD

SEC

AUM

$164.2M

Employees

2

ROTHSCHILD CAPITAL MANAGEMENT, LLC

CRD #149877 TOWSON, MD

SEC

AUM

$164.4M

Employees

1

MONTGOMERY FINANCIAL SERVICES, LLC

CRD #170024 OCEAN CITY, MD

SEC

AUM

$167M

Employees

5

CALVERT WEALTH MANAGEMENT, INC.

CRD #115639 DUNKIRK, MD

SEC

AUM

$167.5M

Employees

4

BIREME CAPITAL, LLC

CRD #283224 ROCKVILLE, MD

SEC Private Funds

AUM

$168.4M

Employees

2

CHESAPEAKE CAPITAL MANAGEMENT INC

CRD #110381 BALTIMORE, MD

SEC

AUM

$169.7M

Employees

5

WEALTHPLANS, LLC

CRD #311560 FREDERICK, MD

SEC

AUM

$173.1M

Employees

1

TRICAPITAL ADVISORS INC

CRD #109224 NORTH BETHESDA, MD

SEC

AUM

$173.3M

Employees

10

BOWMAN FINANCIAL MANAGEMENT CO INC

CRD #105872 BALTIMORE, MD

SEC

AUM

$173.4M

Employees

10

RYDEX ADVISORY SERVICES, LLC

CRD #132735 ROCKVILLE, MD

SEC

AUM

$174M

Employees

10

MARYLAND CAPITAL MANAGEMENT INC

CRD #105304 BALTIMORE, MD

SEC

AUM

$174M

Employees

10

THE SIMMONS PARTNERSHIP, INC

CRD #156740 TOWSON, MD

SEC

AUM

$174M

Employees

3

CALVERT IMPACT ADVISORY SERVICES, LLC

CRD #326022 BETHESDA, MD

SEC Private Funds

AUM

$174.6M

Employees

78

BLUESTONE FINANCIAL ADVISORS, LLC

CRD #146946 BETHESDA, MD

SEC

AUM

$176.5M

Employees

3

CALVERT INVESTMENT COUNSEL LP

CRD #104647 BALTIMORE, MD

SEC

AUM

$188M

Employees

10

MEDALLION ADVISORY SERVICES, LLC

CRD #113788 SEVERNA PARK, MD

SEC

AUM

$193M

Employees

51

PARTNERSHIP WEALTH MANAGEMENT, LLC

CRD #285718 TOWSON, MD

SEC

AUM

$193.2M

Employees

3

EAGLESTONE WEALTH ADVISORS, INC.

CRD #141014 ROCKVILLE, MD

SEC

AUM

$197.7M

Employees

6

MERITIS WEALTH MANAGEMENT, INC.

CRD #336539 POTOMAC, MD

SEC

AUM

$199M

Employees

3

LEVITT GROSSMAN CAPITAL MANAGEMENT, LP

CRD #156728 OWINGS MILLS, MD

SEC Private Funds

AUM

$202M

Employees

4

GROWTH STOCK OUTLOOK INC

CRD #105542 BETHESDA, MD

SEC

AUM

$202.1M

Employees

5

ACCORDANT ADVISORY GROUP, INC.

CRD #117474 ANNAPOLIS, MD

SEC

AUM

$208.4M

Employees

4